Heathbridge Capital Management Ltd. AEP — AMERCIAN ELEC PWR CO INC

Ownership history in Heathbridge Capital Management Ltd.  ·  13 quarters on record

AI Ownership Summary

Heathbridge Capital Management Ltd. reported AMERCIAN ELEC PWR CO INC (AEP) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 10.0% in 2025 Q1. The latest visible filing shows AEP at 8.32% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AEP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Heathbridge Capital Management Ltd.'s position in AMERCIAN ELEC PWR CO INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AEP was reported at 8.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AEP stock page Heathbridge Capital Management Ltd. fund profile Heathbridge Capital Management Ltd. full holdings
How Heathbridge Capital Management Ltd. held AEP — position size vs. price
% of Fund (quarterly)    AEP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 174,750 -1,050 -0.6% 8.32% $22.9M 2026-05-14 $128.60
2025 Q4 REDUCED 20.1% +14.6% ❌ 175,800 -44,250 -20.1% 7.74% $20.3M 2026-02-05 $118.80
2025 Q3 REDUCED — — — 220,050 -2,300 -1.0% 9.50% $24.8M 2025-10-15 $115.84
2025 Q2 REDUCED — — — 222,350 -3,050 -1.4% 9.27% $23.1M 2025-07-23 $105.55
2025 Q1 REDUCED — — — 225,400 -5,350 -2.3% 10.00% $24.6M 2025-05-02 $103.46
2024 Q4 REDUCED — — — 230,750 -1,750 -0.8% 8.47% $21.3M 2025-01-30 $93.31
2024 Q3 REDUCED — — — 232,500 -1,550 -0.7% 9.06% $23.9M 2024-10-16 $95.51
2024 Q2 ADDED — — — 234,050 +62,800 +36.7% 8.70% $20.5M 2024-08-07 $93.02
2024 Q1 REDUCED — — — 171,250 -5,600 -3.2% 5.70% $14.7M 2024-04-26 $78.87
2023 Q4 ADDED — — — 176,850 +300 +0.2% 6.16% $14.4M 2024-02-15 $75.27
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AEP

As of 2026 Q1 — sorted by position size

Nexus Investment Management ULC 3Y 7Y 7.22% Verbena Value LP 6.41% Slocum, Gordon & Co LLP 5.9% ANTIPODES PARTNERS Ltd 3Y 7Y 4.57% SpringVest Wealth Management LLC 4.5% Eastover Investment Advisors LLC 3Y 7Y 3.83% F&V Capital Management, LLC 3Y 7Y 3.51% GQG Partners LLC 3Y 7Y 3.12% LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 3.1% Stolper Co 3Y 3.02%

FAQ About Heathbridge Capital Management Ltd. and AEP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Heathbridge Capital Management Ltd. reported owning AEP?

Heathbridge Capital Management Ltd. reported AEP across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AEP position in Heathbridge Capital Management Ltd.'s portfolio?

The largest reported portfolio weight for AEP was 10.00% in 2025 Q1.

What is the latest reported AEP position on this page?

The most recent filing on this page is 2026 Q1, when Heathbridge Capital Management Ltd. reported 174,750 shares, equal to 8.32% of portfolio, with an estimated market value of $22.9M.

What does the chart on this AEP ownership page compare?

The chart compares Heathbridge Capital Management Ltd.'s quarterly AEP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Heathbridge Capital Management Ltd. time their AEP position?

Based on 13F filing dates vs. subsequent AEP price moves, Heathbridge Capital Management Ltd. correctly timed 4 out of 12 reported position changes (33%). The annualised alpha on AEP relative to SPY over the holding period was -5.9%.

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